Green Shift Commodities Ltd · TSXV:GCOM
Green Shift Commodities — Investor Presentation (April 2024)
23 slides from Green Shift Commodities's investor presentation, April 2024
Slide 1: Battery and clean energy commodities to help meet net-zero goals
Battery and clean energy commodities to help meet net-zero goals April 2024 | Corporate Presentation TSXV: GCOM | OTCQB: GRCMF
Slide 2: Disclosures
2 Disclosures INFORMATION CONTAINED IN THIS PRESENTATION Forward-looking information and statements also involve known and unknown risks and uncertainties and other factors, which may cause This presentation (the “presentation”) has been prepared by Green Shift Commodities Ltd. (“Green Shift” or the
Slide 3: Why Green Shift?
3 Why Green Shift? ü Exposure to hard rock, pegmatite- hosted lithium discovery potential across the Americas ü Robust project pipeline in key jurisdictions that are crucial for clean energy commodities ü Led by strong team of capital markets and technical experts with a dedicated team in Argentina
Slide 4: Growing Battery and Clean Energy Portfolio in the Americas
4 Growing Battery and Clean Energy Portfolio in the Americas Canada – Armstrong Project Argentina • Hard Rock Lithium (Pegmatites) – San Luis Project • Option to own • Hard Rock Lithium (Pegmatites) • Located in the Seymour-Crescent-Falcon lithium trend, known to host 13 spodumene-bearing • 25% owne
Slide 5: Foundation for Success
5 Foundation for Success Strong Commodity Fundamentals Assets in Proven Districts Deep Leadership Expertise • Multi-commodity exposure to metals • Projects located in Argentina and Canada represent • Strong capital markets and technical required for the clean energy shift new districts with the pote
Slide 6: Corporate Overview
6 Corporate Overview Capital Structure Share Price Performance Basic Shares Outstanding 95.8 M Options 9.6 M Warrants1 40.0 M Fully Diluted Shares Outstanding 145.4 M Share Price (December 8, 2023) $0.06 8% Market Capitalization (Basic) Insiders $5.7 M [1] Warrant strike prices from $0.15 to $0.25 I
Slide 7: Leadership
7 Leadership Board of Directors Peter Mullens • Geologist with 35 years of experience across wide range of commodities and countries • Instrumental in key acquisitions in Argentina for Aquiline, leading to buyout by Pan American for $645M and Laramide Resources, leading to ranking #1 on Executive Ch
Slide 8: Global Demand for Lithium to Exceed Supply
8 Global Demand for Lithium to Exceed Supply kt LCE 5,000 • Lithium Carbonate Equivalent (LCE) Base Case Probable Possible Demand 4,500 demand expected to outstrip probable supply by 2024 4,000 Lithium Demand Forecast • HLO plants under construction to convert 3,500 hardrock lithium (spodumene) conc
Slide 9: North America Gigafactories Driving Lithium Demand
9 North America Gigafactories Driving Lithium Demand South America Well-Positioned • 13 additional Gigafactories will become operational in the US in the next 5 years Location TBD • US Inflation Reduction Act (IRA)^ includes multiple clean energy tax provisions including EV tax credits • IRA EV prod
Slide 10: GCOM Focus – Hard Rock Lithium
10 GCOM Focus – Hard Rock Lithium Hard Rock Lithium Projects (Pegmatites) Offer Multiple Advantages Over Brines • Higher Grades and Lower Production Costs • Low Capital and Short Lead Time to Build Spodumene Mine & Production • Proven Technology and Simpler Process to Highest Demand Product • Li Mic
Slide 11: Argentina
11 Argentina S O U T H • One of the top lithium producing countries in the world A M E R I C A • 2 operating mines - Salar del Hombre (associated with BMW) and Sales de Jujuy (partnership with Toyota) • Multiple projects coming online with capacity expected to increase to 85,000 tonnes per year ARGE
Slide 12: Dedicated Argentine Technical Team
12 Dedicated Argentine Technical Team Pedro Vera • Argentine with 35 years’ geological experience • Base/precious metals exploration experience in Argentina, Chile, Peru and Paraguay; Program Manager, • Experience with groundwater, environmental and land tenure and/or land management; Argentina • Ha
Slide 13: Rio Negro Project – Manuel Choique Target
13 Rio Negro Project – Manuel Choique Target • Known lithium pegmatite occurrences Neuquén S O U T H Province General • Discovered and tested in the 1960s Roca A M E R I C A 22 • Initial 50,000 ha (40 km by 20 km) within the district scale Rio Negro land package of Rio Negro is the core focus Rio Ne
Slide 14: Rio Negro Project – Manuel Choique Target
14 Rio Negro Project – Manuel Choique Target • Priority for on-ground exploration targeting !&' "(&)*+,-.*/*()*0123 !"# #"+'")&5-()*+',-) !"#$#%&'()*+',-) !"" spodumene bearing lithium pegmatites 60/278(+, 9(&"#3(,4!" ./01(&"# 20(!"'(3(,4!" !"#$#%&'()*+',-) #:;2/:8+, 9(!3(,4!" !"$ ./01(!"# 20($"% 3(
Slide 15: San Luis Project – Totoral Target
15 San Luis Project – Totoral Target • Located in the Paso del Rey Lithium Belt in San San Luis Mine area Luis Province, Argentina. 1.91%, and 0.44% Li2O • Hundreds of pegmatite veins have been mapped over the 10,000 ha area (red lines). Central area 1.13% Li2O • An intensely pegmatite-veined zone,
Slide 16: San Luis Project – Totoral Target
16 San Luis Project – Totoral Target 3 km Mapped Spodumene Bearing Pegmatites A large pod of parallel, Large, coarse Li coarse Li spodumene spodumene crystals in crystals in pegmatite quartz zone of pegmatite Open to North 3 km strike length of lithium pegmatites mapped Teresaida Property Open to So
Slide 17: Armstrong Project, Canada
17 Armstrong Project, Canada • Located in the Seymour-Crescent-Falcon lithium trend, known to host thirteen spodumene-bearing pegmatites along a 26 km trend between the South Aubrey and the Falcon East pegmatite occurrences. • Located near the town of Armstrong with significant infrastructure nearby
Slide 18: Armstrong Project, Canada
18 Armstrong Project, Canada • Located within a general area that has been highly focused on the exploration of lithium, however the Armstrong Project appears to have had little or no lithium focused exploration. • Both neighbouring properties have lithium in drilling • GT1’s Seymour Project boasts
Slide 19: Why Green Shift?
19 Why Green Shift? ü Expanding into Lithium – a natural extension in clean energy and battery commodities ü Attractive opportunity to participate in today’s rapid shift to green technologies ü Exposure to district scale lithium discovery potential in Argentina and Canada, some of the top jurisdicti
Slide 20: Appendix
20 Appendix Spodumene, 2023 Prospecting at the Armstrong Project
Slide 21: Classic Pegmatite Geological Model
21 Classic Pegmatite Geological Model Manuel Choique Exploration Model TSXV: GCOM | OTCQB: GRCMF | www.greenshiftcommodities.com
Slide 22: San Luis Project
22 San Luis Project Totoral Target Historic Workings For Steep Coarse Li Spodumene Crystals, Disseminated Li Spodumene In Lithium Pegmatite Veins Previously Explored for and The Intermediate And External In Teresaida Exploited in Small-Scale Workings Zones of Teresaida TSXV: GCOM | OTCQB: GRCMF | ww
Slide 23: Trumbull Fisher, Director and CEO
23 Trumbull Fisher, Director and CEO [email protected] www.greenshiftcommodities.com TSXV: GCOM OTCQB: GRCMF
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